JG Wealth ManagementOffices in Seattle & Los Angeles

Account Opening & Onboarding Process

At JG Wealth Management, we are completely client driven. We believe in transparency and serving clients on their terms. We are proactive with all information whether it's good, bad, or indifferent. We recognize the significant role finances play in our lives and we also recognize that time is often at a premium with most people. We have capabilities for in-person meetings or virtual web conferences. Our portals also allow you to work with us at whatever time is more convenient for you no matter where you are or the time of day.

Here is a breakdown of how we approach all relationships:

Introduction Meeting

The first step to establishing an advisory/planning relationship with us is the introduction meeting. The scope of this meeting is very narrow. It's simply where we discuss our process, learn about what matters most to you, and “feel” each other out to see if we're a good fit before moving forward.

This meeting typically last between 15-30 minutes.

Discovery Process

The discovery process is the foundation of the advisor/client relationship. It's how we gather the necessary information to customize a plan & strategy specific to your needs and goals. This “Deep Dive” discovery process covers your current financial position; savings; investments; retirement goals; family planning; long-term goals and short-term goals. We leave no stone unturned here so that we have the necessary information to prepare an investment proposal that works best for you.

This meeting typically lasts 30-60 minutes.

Risk Assessment

The risk assessment is a part of the discovery process but is so important that it should stand alone in the description of our processes. We provide you with a brief survey focused on your attitude towards investment risk. We don't stop here. The information collected earlier in the discovery process is also taken into consideration. If there are any conflicting statements, ideas or circumstances, we discuss them with you to ensure that we develop the best strategy for you.

This online survey typically takes 5-7 minutes to complete.

Proposal

Our proposal meeting is where we show you what we've come up with after learning about you and your circumstance. Your goals and risk tolerance are our GPS in this financial journey. This is the part where we ask for your business or how best we can help you.

This meeting typically lasts 15-30 minutes

Account Opening

All forms will be pre-filled for your review and signature and can be signed in person or during a virtual web-conference. We'll go over all documents with you as you sign them and answer any questions you may ask.

This meeting typically lasts 15-30 minutes

Onboarding

After all necessary paperwork has been completed, we'll set up an onboarding meeting where we bring you up to speed on what to expect. We help you with setting up your client portal access, introduce you to the website and the tools we have available for you. The main purpose of onboarding is to be proactive with information, so you know exactly what to expect and how to take advantage of your relationship with JG Wealth Management.

Investment advisory services are offered through JG Wealth Management LLC. JG Wealth Management is a registered investment adviser located in Los Angeles, California and Seattle, Washington. JG Wealth Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. JG Wealth Management's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of JG Wealth Management's web site on the Internet should not be construed by any consumer and/or prospective client as JG Wealth Management's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by JG Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of JG Wealth Management, please contact the state securities regulators for those states in which JG Wealth Management maintains a registration filing. A copy of JG Wealth Management's current written disclosure statement discussing JG Wealth Management's business operations, services, and fees is available at the SEC's investment adviser public information website – www.adviserinfo.sec.gov or from JG Wealth Management upon written request. JG Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to JG Wealth Management's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.